See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,112 | $165,335+1.1% | $149,696+11.6% | $158,922+5.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 15.55% | 348.15%-332.6pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $13,434 | $5,103+163.3% | $4,644+189.3% | $4,761+182.2% |
| Participant deferral / active EE | $14,790 | $7,181+106.0% | $6,842+116.2% | $5,982+147.2% |
| Admin fee / account holder | $26,837 | $10,807+148.3% | $9,309+188.3% | $11,246+138.6% |